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AI Agent Design

Production agents for the workflows your team repeats every day.

We design, deploy, and stabilize AI agents for client support, compliance, sales qualification, and operations — across finance firms, professional services, multi-unit franchises, and manufacturing — with escalation paths, observability, and ROI reporting built in.

1

Pick the first job

We score candidate agents by volume, risk, data readiness, and measurable payback.

2

Ship with guardrails

Your agent launches with tool permissions, fallback paths, monitoring, and human override.

3

Prove the delta

We report containment, resolution time, escalation rate, cost, and customer impact.

Capabilities

What We Build

Each agent is purpose-built for your industry, connected to your tools, and trained on your data — whether you run a finance operation, a professional services firm, a franchise network, or a manufacturing plant.

Client & Customer Support Agents

Answer tier-1 questions, route complex issues, and close tickets around the clock — for professional services firms, franchise locations, and financial services clients.

Compliance & Audit Agents

Monitor regulatory requirements, flag policy violations, and produce audit-ready reports for finance teams, insurers, and multi-unit operators with franchise standards.

Sales & Lead Qualification Agents

Engage inbound prospects, score them against your ICP, and book meetings without human intervention — useful for agencies, consulting firms, and manufacturers with long deal cycles.

Operations & Dispatch Agents

Automate scheduling, procurement approvals, work-order routing, and cross-location coordination for franchises, service firms, and production environments.

Knowledge & Document Agents

Pull SOPs, case files, product specs, and institutional knowledge from your existing docs and systems — so staff spend time acting, not searching.

Agent FleetMultiple coordinated AI agent nodes in a managed fleet hierarchy.CoordScoutBuildGuardWriteAudit
Agents that loop continuously — observe, decide, act, and report back.

Process

How We Work

Five structured phases, eight weeks from kickoff to a stable agent in production.

A horizontal 4-step flow: 1. Discovery, 2. Design, 3. Build, 4. Deploy1DiscoveryWk 12DesignWk 23BuildWks 3–54DeployWks 6–8
01

Discovery

We audit your current workflows, interview stakeholders, and rank candidate agents by volume, risk, and measurable payback.

02

Design

We write the agent spec: persona, decision logic, tool integrations, escalation paths, and error handling.

03

Build

Our engineers build and prompt-tune the agent in staging, iterating with your team through weekly demos.

04

Deploy

We ship to production with monitoring, fallback handling, and a 30-day stabilization period included.

Engagement Playbook

Phase-by-Phase Breakdown

Every engagement follows the same structure — from first call to production and into ongoing optimization.

Phase 1

Discovery

Week 1
  • AI Audit — current state analysis, data quality score, infrastructure gaps
  • Use Case Prioritization Matrix — scored by impact, feasibility, and data availability
  • Agent Architecture Diagram — system design with data flows and integration points
Phase 2

Architecture & Design

Week 2
  • Technical Architecture Document — model selection rationale, infrastructure diagram, cost projections
  • Agent Specification — personality guide, conversation flows, edge cases, error handling
  • Integration Plan — API mapping, authentication flows, data sync strategy
Phase 3

Build & Iterate

Weeks 3–5
  • Working Agent (Staging) — functional agent deployed in test environment
  • Integration Documentation — API docs, webhook configs, auth setup
  • QA Report — test results across 20+ conversation paths, edge cases resolved
Phase 4

Training & Handoff

Week 6
  • AI Playbook — step-by-step guide for managing and optimizing the agent
  • Training Recording — 90-minute walkthrough of admin interface and common tasks
  • Monitoring Dashboard — real-time metrics (usage, accuracy, escalation rate)
Phase 5

Support & Optimization

Weeks 7–8
  • Performance Report — usage stats, accuracy metrics, and cost analysis
  • Optimization Log — changes made and measured impact
  • ROI Analysis — time saved, cost reduction, and customer satisfaction delta

Deliverables

What You Get

Everything you need to run, manage, and improve the agent after we hand it off.

  • Production-ready AI agent deployed to your infrastructure
  • Custom prompt library tuned to your brand voice and terminology
  • Integration with your CRM, helpdesk, or internal tools
  • Admin dashboard with monitoring and human override controls
  • Runbook and training documentation for your team
  • 30-day post-launch support and optimization period

AI Implementation

From US$45,000

Hands-on delivery of your first high-impact AI workflows — from scoping to handoff. Includes the AI Audit. Final scope depends on agent complexity, number of integrations, and training data requirements.

Turn your AI shortlist into a plan.

Book a scoping call